Risk
Keywords leak strategy names to counterparty viewers.
Tool
Clear keywords field, set neutral title.
Process
Add to closing checklist alongside file naming rules.
For Accountants & corp dev
Finance reuses last quarter’s board deck PDF shell; keywords still say “Project Falcon.” Clear before uploading to the new data room.
Keywords leak strategy names to counterparty viewers.
Clear keywords field, set neutral title.
Add to closing checklist alongside file naming rules.